Institutional Ownership Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
889,851
shares
|
$48.3 Million
0.0% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
774,080
shares
|
$42 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
744,648
shares
|
$40.4 Million
0.01% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
502,650
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
391,812
shares
|
$21.3 Million
0.05% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
365,436
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
298,825
shares
|
$16.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
279,281
shares
|
$15.2 Million
8.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
246,407
shares
|
$13.4 Million
0.4% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
195,203
shares
|
$10.6 Million
0.51% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
139,842
shares
|
$7.59 Million
3.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
125,791
shares
|
$6.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
117,686
shares
|
$6.39 Million
2.69% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
113,501
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
111,038
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,965
shares
|
$4.34 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
74,646
shares
|
$4.05 Million
1.49% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
70,726
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
69,790
shares
|
$3.79 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
69,440
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
66,639
shares
|
$3.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
63,604
shares
|
$3.45 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
59,300
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Added 33.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,347
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.99%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
53,017
shares
|
$2.88 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.3%
|